Laurie HON signed Calico Brands, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Calico Brands, Inc.'s EIN is 33-0588675.
Download the official 2024 Form 5500 (PDF) for Calico Brands, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Calico Brands, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $32K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $1.7M | 9.6% | |
| AMERICAN FUNDS INV CO OF AM R6 | Registered Investment Companies | — | — | $1.5M | 8.6% | |
| GALLIARD STABLE RETURN FUND C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $1.5M | 8.4% | |
| LOOMIS SAYLES CORE PLUS BOND N | Registered Investment Companies | — | — | $1.2M | 6.9% | |
| VANGUARD WELLESLEY INCOME-ADMR | Registered Investment Companies | — | — | $1.2M | 6.8% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $1.1M | 6.4% | |
| AMF NEW ECON R6 | Registered Investment Companies | — | — | $992K | 5.5% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $819K | 4.5% | |
| BLACKROCK EQUITY DIVIDEND K | Registered Investment Companies | — | — | $789K | 4.4% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $788K | 4.4% | |
| EV ATLANTA CAPITAL SMID CAP R6 | Registered Investment Companies | — | — | $709K | 3.9% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $660K | 3.7% | |
| INV SM CAP VAL R6 | Registered Investment Companies | — | — | $631K | 3.5% | |
| PRIMECAP ODYSSEY STOCK FUND | Registered Investment Companies | — | — | $631K | 3.5% | |
| FRANKLIN INCOME FUND R6 | Registered Investment Companies | — | — | $626K | 3.5% | |
| BLACKROCK MIDCAP GROWTH EQ K | Registered Investment Companies | — | — | $448K | 2.5% | |
| CALVERT EQUITY FUND I | Registered Investment Companies | — | — | $443K | 2.5% | |
| PGIM GLOBAL TOTAL RTN R6 | Registered Investment Companies | — | — | $335K | 1.9% | |
| MASSACHUSETTS INVESTORS GR R6 | Registered Investment Companies | — | — | $286K | 1.6% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $278K | 1.5% | |
| JPMORGAN US EQUITY FUND R6 | Registered Investment Companies | — | — | $269K | 1.5% | |
| TR PRICE MID CAP VALUE | Registered Investment Companies | — | — | $248K | 1.4% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $238K | 1.3% | |
| CONESTOGA SMALL CAP INST | Registered Investment Companies | — | — | $185K | 1.0% | |
| FIDELITY ADVISOR STRAT INC Z 178 REGISTERED INVESTMENT COMPANY TRO SPEC MODGRTH ALLOC I | Registered Investment Companies | — | — | $134K | 0.7% | |
| AMERICAN FUNDS US GOV SEC R6 | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $48K |
| — |
